CSF
IJT icon

Capital Squared Financial’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Capital Squared Financial’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.6M Sell
14,560
-121
-0.8% -$19.6K 1.7% 19
2026
Q1 		$2.12M Buy
14,681
+822
+6% +$122K 1.62% 19
2025
Q4 		$1.96M Buy
13,859
+2,556
+23% +$362K 1.53% 20
2025
Q3 		$1.6M Buy
11,303
+94
+0.8% +$13K 1.39% 23
2025
Q2 		$1.49M Buy
+11,209
New +$1.4M 1.74% 16

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $212M AUM
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Capital Squared Financial's IJT Position: Q2 2026 in Review

Capital Squared Financial reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.82% in Q2 2026, selling an estimated $19.6K and leaving 14,560 shares worth $2.6M. The position accounts for 1.7% of the portfolio, ranked #19.

Capital Squared Financial first reported a position in IJT in Q2 2025 and has held it in 5 quarters since. 271 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Capital Squared Financial held 14,560 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.6M as of Q2 2026.
  • Capital Squared Financial sold 121 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $19.6K.
  • iShares S&P Small-Cap 600 Growth ETF made up 1.7% of Capital Squared Financial's portfolio in Q2 2026, its #19 holding.
  • Capital Squared Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.